Abstract: A financial close automation (FCA) system receives or retrieves account data from one or more enterprise resource planning products (ERPs). The FCA examines the balance sheet for a given account and determines whether the account is auto-certifiable, and whether the unknown balance is below a threshold amount. If the answer to either inquiry is no, the FCA generates a task for the general ledger owner to provide an explanation for the discrepancy. A task is the created for a manager to review the provided explanation. If the manager does not approve of the provided explanation, additional information may be required. Once the manager approves the provided explanation for the discrepancy, the account is certified. If the account is auto-certifiable and the unknown balance is below the threshold amount, the account is auto-certified.

Abstract: A financial close automation (FCA) system receives or retrieves account data from one or more enterprise resource planning products (ERPs). The FCA examines the balance sheet for a given account and determines whether the account is auto-certifiable, and whether the unknown balance is below a threshold amount. If the answer to either inquiry is no, the FCA generates a task for the general ledger owner to provide an explanation for the discrepancy. A task is the created for a manager to review the provided explanation. If the manager does not approve of the provided explanation, additional information may be required. Once the manager approves the provided explanation for the discrepancy, the account is certified. If the account is auto-certifiable and the unknown balance is below the threshold amount, the account is auto-certified.

Abstract: A financial close automation (FCA) system receives or retrieves account data from one or more enterprise resource planning products (ERPs). The FCA examines the balance sheet for a given account and determines whether the account is auto-certifiable, and whether the unknown balance is below a threshold amount. If the answer to either inquiry is no, the FCA generates a task for the general ledger owner to provide an explanation for the discrepancy. A task is the created for a manager to review the provided explanation. If the manager does not approve of the provided explanation, additional information may be required. Once the manager approves the provided explanation for the discrepancy, the account is certified. If the account is auto-certifiable and the unknown balance is below the threshold amount, the account is auto-certified.

Abstract: A financial close automation (FCA) system receives or retrieves account data from one or more enterprise resource planning products (ERPs). The FCA examines the balance sheet for a given account and determines whether the account is auto-certifiable, and whether the unknown balance is below a threshold amount. If the answer to either inquiry is no, the FCA generates a task for the general ledger owner to provide an explanation for the discrepancy. A task is the created for a manager to review the provided explanation. If the manager does not approve of the provided explanation, additional information may be required. Once the manager approves the provided explanation for the discrepancy, the account is certified. If the account is auto-certifiable and the unknown balance is below the threshold amount, the account is auto-certified.

Abstract: A project management portal includes a graphical user interface (GUI) that includes a task list window that displays a plurality of selectable task cards, each corresponding to an assigned task, and a task details window that displays information for a task corresponding to a selected task card within the a task list window. The task details window may include an activity field that allows comments about the selected task to be exchanged between multiple users. Some tasks within the task list window may be dependent upon other tasks. Further, completion of the selected task may activate a follow-up task.